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Financial Institution Industry

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  Website Updated 1/21/2012

Your Source for Banking Policies, Procedures, and More.

Product Update Notification - 08/23/10


New Policy Template


Social Media and Networking Policy Template


This new product was developed in response to the request of numerous clients to provide a policy regarding a financial institution's participation in and use of social media and networking resources (such as Facebook, Twitter, blogs, wikis, etc.).


NOTE:  The complete contents of the Social Media and Networking Policy Template are included within the Marketing Plan and Program Policy Template.


New Form Template


Social Media and Networking Acknowledgement Form Template


This new product is intended to be used by a financial institution as an employee's acknowledgement regarding the use of social media and networking resources.  This template is also included in the purchase price of the Social Media and Networking, Human Resources Code of Ethics, and Marketing Plan and Program Policy Templates.


Revised Policy Templates


Human Resources Code of Ethics Policy Template


The update to this product incorporates guidance regarding a financial institution employee's access, use and behavior standards of social media and networking resources.


Marketing Plan and Program Policy Template


The update to this product encompasses the complete contents of the Social Media and Networking Policy Template in addition to other enhancements.


Revised Job Description Template


Marketing Officer Job Description Template


The update to this product implements additional responsibilities regarding the administration and oversight of a financial institution's social media and networking program.


What's New and Revised


Please visit the following pages of our website to review detailed subject matter regarding new and revised topics for these products:


Human Resources Code of Ethics Policy Template Update Details

Marketing Plan and Program Policy Template Update Details


Ordering Information


These products are available to purchase from Bankpolicies.com for:


Social Media and Networking Policy Template


$175.00 - List Price


Social Media and Networking Acknowledgement Form Template


$25.00 - List Price


Human Resources Code of Ethics Policy Template


$225.00 - List Price

- or -

$50.00* - Update Price


*Applies only to clients who have purchased the Human Resources Code of Ethics Policy Template within the last three years in addition to the following prior updates:


Human Resources Code of Ethics Policy Template Update - 10-11-07 - $25.00


Marketing Officer Job Description Template


$30.00 - List Price

- or -

$15.00* - Update Price


*Applies only to clients who have purchased the Marketing Officer Job Description Template within the last three years.


Marketing Plan and Program Policy Template


$325.00 - List Price

- or -

$125.00* - Update Price


*Applies only to clients who have purchased the Marketing Plan and Program Policy Template within the last three years in addition to the following prior updates:


Marketing Plan and Program Policy Template Update - 05/28/08 - $25.00

Marketing Plan and Program Policy Template Update - 11/06/07 - $25.00

Marketing Plan and Program Policy Template Update - 09/18/07 - $50.00


If you have ordered any of these products after 07/23/10 you are eligible to receive that updated product at no charge.


Click here to place an order for any of these products.  The appropriate Legacy Rewards Volume Discount will be applied to the update or list price for clients who are eligible.


NOTE: Refer to our Place an Order page for important information regarding payment terms and our return policy.  Orders placed for Product Updates are only available directly through Bankpolicies.com.


Find Out What's New or Revised with our Product Update Program


Our Product Update Program allows existing clients to receive e-mail notifications from us the same day we issue a new or revised product.  We encourage you to subscribe today for this free and convenient service.